How to Prepare a DLOM for the IRS

Thursday, January 21, 2016

Mike provides the most current thinking on Discounts for Lack of Marketability in this presentation.  He critiques the IRS Job Aid on Discount for Lack of Marketability that he championed while at the IRS and offers insights from his experiences in the private sector to assist you when addressing such issues for either a federal tax or other purpose.  This insightful commentary will provide you with how to work with your client and with the IRS on this and other technical issues.

Red River Valley Estate Planning Council
Fargo, ND